据华尔街日报，自人工智能热潮开始以来，AMD一直是英伟达的竞争对手。如果该公司的收入和市场份额预测保持不变，那么它在未来几年的影响力将大大增强。AMD表示，该公司预计未来几年其人工智能芯片的销量将以每年80%的速度增长，并估计到2030年，公司应该会在英伟达目前几乎垄断的领域占据两位数的市场份额。AMD估计，未来五年整个人工智能芯片市场的价值将达到1万亿美元，对应而言，该公司的销售额将超过1000亿美元。该公司还暗示，毛利率将保持在相对健康的水平，尽管该公司正在投入资金开发新的芯片和复杂的计算系统。许多投资者和人工智能芯片客户希望出现真正可与英伟达抗衡的对手，AMD当然认为自己正在酝酿着这样的事情。
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